Discounts Report

The Discounts report (accessed via Financials > Reporting > Discounts) displays the total amount of discounts applied to finalized invoices during a specified date range. Discounts can be applied through a variety of ways, including coupons, client tags, patient tags, wellness plans, discounted product pricing, and more.

You can view discount usage for one or more of your organization’s locations and segment the report by Day, Week, Month, Quarter, or Year.

Add Breakdowns to the report to view granular detail about each discount type (such as Coupon, Order, Line Item, and Line Item Reasons).

Select Run Report once you have set your filters and breakdowns to display your custom view of discount usage.

Example: